+189.0%
CDE vs PEG
+36.3%
+152.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.3% |
| 7D | -3.1% | -0.9% | -2.2% | -2.5% |
| 30D | +9.5% | -3.7% | +13.2% | +12.6% |
| 3M | +25.5% | -7.3% | +32.8% | +32.8% |
| 6M | -7.9% | -10.5% | +2.6% | +0.1% |
| YTD | +15.6% | -7.5% | +23.1% | +21.8% |
| 1Y | +34.0% | -8.7% | +42.8% | +43.1% |
| 3Y | +791.9% | +31.4% | +760.5% | +577.6% |
| All | +189.0% | +36.3% | +152.6% | +123.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PEG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling